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There are 3 steps involoved to switch to the new CRM.
Step 1: Switch
Go to Customize > My Account.
Scroll to the bottom.
If you are currently using Method CRM and would like to switch to the new CRM, click switch to this edition for Method CRM for QB Desktop.
If you are currently using Method Full Blown Edition(now called Method CRM ...
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Blake,
It's been really hard for me to adjust to "flying blind" compared to other systems I've integrated/supported/etc., but I can say I've found the overall Method platform really stable and I think the developer's have done a really good job of providing tools for the non-software development user that are robust ...
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Hi haident,
Have you given that user permissions to access the Method API and the tables needed for the Outlook plugin? When you setup a user on Step 8 of 10: Access to Tables, you can give them access to the Method API(Which is what the outlook plugin uses and you have an option to give them access to all the tables used in the outlook ...
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When a user (not the administrator) attempts to add an Outlook contact to Method using the Outlook Add-in v 2.1.40 the following error is encountered:
Error Returned from MethodAPI
You have attempted to login without success 5 times in a row today. our account has been placed on hold until the administrator can unlock your account.
(the error ...
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The following are a list of updates which are now available for Method CRM.
ContactsPortal_NewCase
Updated so that the miURL used for emailing new cases to internal staff goes to Cases > Edit Case. Before this was pointing to a CRM 1.0 screen which is no longer used.
ContactsPortal_Cases
Updated so that the miURL used for ...
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Thanks Michael. Knowing you don't see an obvious flaw or better solution really helps. This is working well in testing.
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James,
That is a pretty good solution and should work in your case.
-Michael
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Okay, I think I have a solution.
QB maintains the field IsFullyInvoiced at the Sales Order Level. By adding IsFullyInvoiced to the Sales Order Line Items table, the Sales Order Line will effectively Close when the Order is fully invoiced.
I think this might be the most elegant solution. As we are using SalesOrderLineItems as Make to ...
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Since my initial post I have not worked on it any further. Without better testability, we ARE flying blind.
When I developed software for a living (10+ yrs up until last year), executing full regression tests via automated web UI testing (with Watir/Watin or some other tool that is programmable) was part of the development process. If I'm ...
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Blake,
I'm curious as to how you're making out with this. I never really resolved the issue of how to debug more complicated logic as messages provided by Method in debug mode are a bit dumbed down, friendly and chatty, but not very useful. The only technique that appears available is to use the Show Message Action, and ...
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